Business Process Management

Financial Services

Open Text eDOCS Workflow

A comprehensive toolset to control the flow of work throughout the organization

Benefits

  • Create and capture critical business content and processes

  • Streamline management and approval processes

  • Track content distribution and publishing information

  • Store and preserve business logic and process components for reusability

The ways in which the elements of modern business processes interact are increasingly complex. People, enterprise business systems, and content must work seamlessly together in order to deliver on the promises of optimal productivity, improved business relationships, and quicker decision-making timeframes. That said, organizations of all sizes across the full spectrum of industries struggle with developing automated workflows that are readily adaptable to change and take full advantage of available or required resources.

Many large organizations have invested in automating production workflows with tools that are rigid, hard to use, and designed for full-time technical business analysts. Small and medium sized organizations may have defined some key business processes, but overwhelmingly they remain manual, unenforceable, and unmonitored.

What most organizations have in common is that business process engineers and content owners lack a flexible, yet simple-to-use solution for defining and managing workflows throughout all stages of the content lifecycle.

Open Text eDOCS Workflow empowers business owners and content managers to easily define, apply and reuse business logic and processes providing them with the ability to generate cohesive interactions among people, business systems, and content — across the Open Text eDOCS content management system and beyond.

  • Features

The following features are some of the key capabilities of eDOCS Workflow:

  • Attach structured and unstructured content from eDOCS repository or other repositories

  • Easily graphically design workflow processes without the need for IT involvement

  • Control, monitor and manage all instantiated workflow processes

  • Securely track, audit, and store processes and the resulting documents, records and other content objects

  • Choose from dozens of pre-defined steps to: lock/unlock, move, delete, publish, categorize, modify and update documents; schedule, run, refresh, and modify reports; escalate; branch parallel steps; set rendezvous; set notification and deadlines, etc.

  • Include external participants outside the organization while maintaining control of the process

  • Automatically trigger processes based on content lifecycle events like check-in, publish, dispose

  • Extend eDOCS processes using standard-based integrations to third party applications and systems

  • Assign, monitor and complete tasks and related content in a choice of interfaces — via e-mail, browser, instant messaging alert, mobile device, or portal size and sender

Downloads

Download more information about Open Text eDOCS Workflow: